| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $263 | 0.00% | – | – |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −15,532−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Wealth Management Investment Advisory, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Zullo Investment Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Tucker Asset Management LLC | 8 | $2.11K | 0.00% | +8 | New |
| Fieldpoint Private Securities, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $3.00K | 0.00% | +3+30.0% | Added |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 14 | $3.69K | 0.00% | +2+16.7% | Added |
| Raffa Wealth Management, LLC | 15 | $3.96K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $5.00K | 0.00% | −160−89.9% | Reduced |
| Arlington Partners LLC | 20 | $5.00K | 0.00% | −22−52.4% | Reduced |
| First Bank & Trust | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 24 | $6.00K | 0.00% | −13−35.1% | Reduced |
| Evoke Wealth, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $6.00K | 0.00% | +6+33.3% | Added |
| Cordant, Inc. | 23 | $6.00K | 0.00% | +23 | New |
| PFS Partners, LLC | 25 | $6.59K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $7.00K | 0.00% | +1+3.8% | Added |
| Ten Capital Wealth Advisors, LLC | 30 | $8.00K | 0.00% | −8−21.1% | Reduced |
| MV Capital Management, Inc. | 29 | $8.00K | 0.00% | +1+3.6% | Added |
| Trustcore Financial Services, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 37 | $10.0K | 0.00% | −180−82.9% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $10.0K | 0.00% | −2−5.0% | Reduced |
| Lenox Wealth Advisors, LLC | 37 | $10.0K | 0.00% | −2−5.1% | Reduced |
| Cordasco Financial Network | 38 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 38 | $10.0K | 0.00% | +38 | New |
| Lansing Street Advisors | 36 | $10.0K | 0.01% | +36 | New |
| IMA Wealth, Inc. | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 47 | $12.0K | 0.00% | −179−79.2% | Reduced |
| TCI Wealth Advisors, Inc. | 48 | $12.0K | 0.00% | −15−23.8% | Reduced |
| Solstein Capital, LLC | 47 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 51 | $13.0K | 0.00% | −6−10.5% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $13.2K | 0.01% | −8−13.8% | Reduced |
| Cascade Investment Advisors, Inc. | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 52 | $14.0K | 0.01% | +4+8.3% | Added |
| Penserra Capital Management LLC | 60 | $15.0K | 0.00% | −30−33.3% | Reduced |
| Jones Financial Companies LLLP | 58 | $15.0K | 0.00% | −12−17.1% | Reduced |
| Baron Financial Group, LLC | 60 | $15.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $15.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 60 | $16.0K | 0.00% | −520−89.7% | Reduced |
| Logan Capital Management Inc | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 60 | $16.0K | 0.00% | +54+900.0% | Added |
| Whittier Trust Co of Nevada Inc | 65 | $17.0K | 0.00% | −25−27.8% | Reduced |
| Princeton Global Asset Management LLC | 68 | $18.0K | 0.00% | +68 | New |
| Washington Trust Co | 73 | $19.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 80 | $21.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 80 | $21.1K | 0.00% | +80 | New |
| Allworth Financial LP | 85 | $22.0K | 0.00% | −24−22.0% | Reduced |
| Seldon Capital LP | 83 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 84 | $22.0K | 0.00% | +6+7.7% | Added |
| Riverview Trust Co | 82 | $22.0K | 0.02% | +82 | New |
| Loomis Sayles & Co L P | 88 | $23.0K | 0.00% | −438−83.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 87 | $23.0K | 0.00% | +25+40.3% | Added |
| Bogart Wealth, LLC | 90 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 95 | $25.0K | 0.01% | −5−5.0% | Reduced |
| Heritage Wealth Advisors | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 94 | $25.0K | 0.00% | +94 | New |
| Arrow Financial Corp | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 100 | $26.0K | 0.00% | +100 | New |
| Siena Capital LLC | 100 | $26.0K | 0.01% | +100 | New |
| Surevest, LLC | 102 | $27.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 104 | $27.0K | 0.00% | +81+352.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $28.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $29.0K | 0.00% | +25+29.4% | Added |
| Dark Forest Capital Management LP | 111 | $29.0K | 0.01% | +111 | New |